Five Star award winner Bob Dunlap

PROFESSIONAL PROFILE

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Bob Dunlap

CEO

Dunlap Gill Wealth Management Group

14074 Trade Center Dr Ste 110

Fishers, IN 46038

Office: 317-770-2266

Cell: 317-289-8948

bob.dunlap@lpl.com
www.dunlapgill.com

Professional Approach

Since graduating from The Ohio State University in 1984 majoring in accounting, Bob Dunlap has been working in the investment and insurance industry. After working for larger companies early in his career and acquiring a diverse tax background, Bob established Harbour Financial Solutions, an independent wealth planning firm, in 1998. The firm enjoyed steady growth before moving and changing its name to Dunlap Wealth Management Group in 2007. Bob and Rebecca Gill began their partnership in 2013 under the name Dunlap Gill Wealth Management Group, Inc.

Bob's diverse financial background allows him to assist his clients in pursuing their retirement and estate planning needs. Bob believes that before you make and investment or planning decision that you must have a thorough understanding of the risks and potential tax implications of the decision to be made. As a result, he believes in the team approach and understands the importance of getting his client's other advisors involved in the planning process.

Today, Bob leads a team of diverse professionals who collectively serve $150 million in brokerage and advisory assets through LPL Financial for over 400 clients as of May 1, 2019. As an Investment Advisor Representative with LPL Financial, he is registered to do business in 26 states and has earned the designation of Chartered Life Underwriter (CLU). Bob is an active board member of Prevail, a Hamilton County based Non-Profit Organization that provides assistance to victims of domestic violence and other crimes. He also serves on the Foundation Board at Prevail which oversees the management of the firms Endowment Fund.

Bob and his wife, Kathleen reside in Noblesville. They have two adult children, Colin and Evan. Bob is active in his church, Our Lady of Grace Catholic Church. He is an avid fisherman and enjoys playing golf as well.

See Accomplishments

This award was issued on 9/1/24 by Five Star Professional (FSP) for the time period 11/14/23 through 5/31/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1650 Indianapolis-area wealth managers were considered for the award; 143 (9% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,594, 132, 8.28%, 9/1/23, 11/14/22 - 5/31/23; 2022: 1673, 131, 8%, 9/1/22, 12/27/21 - 6/24/22; 2021: 1716, 128, 7%, 9/1/21, 12/7/20 - 7/2/21; 2020: 1786, 143, 8%, 9/1/20, 12/2/19 - 6/12/20; 2019: 1659, 153, 9%, 9/1/19, 11/19/18 - 6/28/19; 2018: 1588, 149, 9%, 9/1/18, 12/28/17 - 7/23/18; 2017: 1164, 182, 16%, 9/1/17, 12/29/16 - 7/13/17; 2016: 1083, 332, 31%, 8/1/16, 1/15/16 - 7/21/16; 2015: 1743, 348, 20%, 9/1/15, 1/15/15 - 7/21/15; 2014: 2009, 360, 18%, 9/1/14, 1/15/14 - 7/21/14; 2013: 1624, 413, 25%, 9/1/13, 1/15/13 - 7/21/13; 2012: 1375, 387, 28%, 9/1/12, 1/15/12 - 7/21/12.

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.
Member FINRA/SIPC

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.